Student Support

 

Students come to Wharton seeking opportunities that prepare them to become the next generation of business leaders. Wharton is committed to recruiting and matriculating the most talented and innovative students who will make a difference across the globe. Financial support plays a significant role in their ability to attend Wharton and maximize their time at the School. You can make a transformative impact on the lives of exceptional Wharton students by establishing and expanding undergraduate scholarships or MBA fellowships.

For more information, please contact
Alison Matejczyk, Senior Executive Director of Development
matejczy@wharton.upenn.edu   |   +1.215.898.0097

Undergraduate Scholarships

A named scholarship provides support and access to students for whom attending Wharton and the University of Pennsylvania may otherwise be an unbearable financial burden. For many students, financial assistance frees them to participate in immersive and enriching experiences, leadership activities, horizon-expanding travel, and internships that prepare them to achieve their professional goals. Students who receive aid are empowered to choose a career path based on their passions upon graduation, not on their financial obligations.

MBA Fellowships

Wharton’s ability to offer competitive, merit-based financial aid packages allows the School to attract and matriculate the most promising MBA students. In today’s global MBA landscape, top candidates have more choices than ever before. Offering a prospective student a named fellowship award at the time of acceptance signals the School’s belief in their future. Fellowships make Wharton more accessible for students from all backgrounds, give recipients the confidence to enroll at Wharton, and offers the financial flexibility to delve wholly into their MBA experience.

Giving Definitions

 Typically philanthropic commitments are paid over a period of three to five years.

Term Gifts

Term funding provides greater financial support upfront than an endowed gift and funding is spent down over a period of years.

Endowed Gifts

An endowed gift provides sustained funding that transforms a program or initiative. This level of philanthropy enables Wharton to confidently launch new initiatives and plan for future activities or address immediate needs.

Unrestricted Gifts

Unrestricted gifts mean that the donor allows Wharton to be flexible in spending the money. The annual fund, also known as The Wharton Fund, is the School’s unrestricted giving program and it helps the daily operations run smoothly, enabling innovation, and provides growth to our students.

Campaign in Review

Experience Impact in Action

The world and its complex challenges require innovative solutions. The More Than Ever campaign positioned Wharton to meet these challenges head on. Philanthropic support during this campaign significantly increased Wharton’s capacity to incubate ideas, power insights, and create leaders who change the world.

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Ways to Give

Can’t find what you’re looking for? Contact The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu

The University's fiscal year is July 1 - June 30.

▼ Phone

Call The Wharton Fund at +1.215.898.7868

▼ Mail

Make checks payable to “The Trustees of the University of Pennsylvania”
Include your name and your spouse’s name (if applicable), affiliation, and The Wharton Fund

Mail by USPS
University of Pennsylvania
Office of the Treasurer
PO BOX 71332
Philadelphia, PA 19176-9913

Mail by FedEx, UPS, DHL
University of Pennsylvania
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

▼ Giving from Outside U.S.

If you live outside the United States, visit Penn’s Giving from Outside the U.S. website before making a gift. Your contribution may qualify for tax benefits in your home country, especially if you are a taxpayer in Mexico, Canada, Europe, Hong Kong, or the United Kingdom.

▼ Matching Gifts

Increase the impact of your giving through a matching gift program. To find out if you or your spouse’s employer participates, visit Penn’s matching gifts database.

▼ Donor-Advised Funds or Private Foundations

Recommend or direct gifts through donor-advised funds or private foundations.
Penn’s Tax ID/EIN is 23-1352685
Make donations payable to “The Trustees of the University of Pennsylvania
Designate gift to The Wharton Fund.

▼ Bank Wires

Send your gift via a bank wire to:

Wells Fargo Bank N.A.
420 Montgomery Street
San Francisco, CA 94104

Account Name: The Trustees of the University of Pennsylvania – Gifts Accounting
Account# 2000030009956
Reference: Name and Affiliation (example: Susan Lee, WG’99)

For Domestic Wires and ACH’s
ABA Routing #: 121-000-248

For International Wires Only
SWIFT CODE: WFBIUS6S
CHIPS: 0407

▼ Securities

To make a gift of appreciated securities, either you or your broker should contact:
Morgan Stanley Private Wealth Management
Attention: Kristine Hankins
+1.610-260-8531
DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID/EIN is 23-1352685
Account Number: 858-010018

 To contact the University’s Securities Office contact:
Contact: Jean Suta
+1.215.898.7254
stockgifts@lists.upenn.edu
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Planned Giving

The Office of Gift Planning can help you:

  • Donate appreciated securities
  • Structure gifts of stock
  • Use real estate to make a gift
  • Set-up a Penn Donor Advised Fund
  • Designate retirement plan assets or life insurance
  • Use charitable gift annuities
  • Give with IRA charitable rollovers
  • Tailor a bequest from your living trust or will

Learn more or contact the Office of Gift Planning at +1.215.898.6171.